Morning Brief

Nvidia reported knockout earnings and positive guidance in the recent quarter as it rides high on the generative artificial intelligence boom. Meanwhile, SoftBank-owned Arm this week unveiled plans for the biggest US IPO in almost two years. We delve into the prospects of both tech firms and the broader trends for the industry with Daniel Ives of Wedbush Securities.

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The political tumult of the past 4 years has shifted the electoral calendar in such a way that it may be a while before we can return to concurrent elections given the staggered terms of Parliament and state assemblies. What are the implications of separate federal and state elections for the medium to long term? We discuss the changes to Malaysia's electoral cycle with elections analyst Dr. G. Manimaran.

Image Credit:  Djohan Shahrin / Shutterstock.com

The political tumult of the past 4 years has shifted the electoral calendar in such a way that it may be a while before we can return to concurrent elections given the staggered terms of Parliament and state assemblies. What are the implications of separate federal and state elections for the medium to long term? We discuss the changes to Malaysia's electoral cycle with elections analyst Dr. G. Manimaran.

Image Credit:  Djohan Shahrin / Shutterstock.com

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Elon Musk has made a series of changes to X, the platform formerly known as Twitter, since his $USD44 billion takeover, but have these moves furthered the cause of free speech as he claims? We discuss how changes to the platform's features could impact the reputation and attractiveness of X to users as well as advertisers with digital media expert Prof. Bradley Freeman.

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Thailand finally broke its political impasse as parliament voted in Srettha Thavisin of the Pheu Thai party as the new Prime Minister. On the same day, former Prime Minister Thaksin Shinwatara returned after 15 years in exile. We speak with Dr Greg Raymond from the Australia National University to dissect what these twin developments mean for the future of Thailand.

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Thailand finally broke its political impasse as parliament voted in Srettha Thavisin of the Pheu Thai party as the new Prime Minister. On the same day, former Prime Minister Thaksin Shinwatara returned after 15 years in exile. We speak with Dr Greg Raymond from the Australia National University to dissect what these twin developments mean for the future of Thailand.

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2023 was supposed to be China’s year to rebound after opening its doors post-pandemic; the first quarter numbers showed promise. But the 2nd quarter numbers paint a completely different picture. To help us make sense of all the economic data points coming out from China and whether markets are overreacting, we speak with Derek Scissors, Chief Economist at China Beige Book International whether China’s GDP growth rate of 5% is still achievable.

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The state elections may be over, but politics never stops. The Perak Menteri Besar confirmed a plot to topple his government, Bersatu is upset in Kedah, and Selangor begins a new chapter with a very different mix in the assembly. Meanwhile, by-elections in Pulai and Simpang Jeram in Johor will see PH battle it out with PN yet again. We speak to Adib Zalkapli, Director of BowerGroupAsia to get an update on the latest developments in Malaysian politics.

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The state elections may be over, but politics never stops. The Perak Menteri Besar confirmed a plot to topple his government, Bersatu is upset in Kedah, and Selangor begins a new chapter with a very different mix in the assembly. Meanwhile, by-elections in Pulai and Simpang Jeram in Johor will see PH battle it out with PN yet again. We speak to Adib Zalkapli, Director of BowerGroupAsia to get an update on the latest developments in Malaysian politics.

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India has recently imposed an export ban on non-basmati white rice, and this week, followed with a 40% export duty on onions effective until 31 December. India is the world’s largest exporter of these two items, so what impact will this have on the food supply chain and prices? We speak with Priyanka Kishore, Economic and Forum Director at (International Market Assessment) IMA Asia to get some insights on the economic impact and inflationary pressure of India’s decision.

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